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Estate Planning – The Workbook
We recognize the estate planning process, while extremely important, can be complex. TD Wealth strives to make the process simpler by providing our Estate Planning Guide and the Estate Planning Workbook.
This Workbook is designed to work in conjunction with the Estate Planning Guide and contains worksheets you can use to record information about your assets and liabilities, outline your wishes in preparation for drafting your Will(s) and Power(s) of Attorney(Mandate in Quebec), and coordinating the other aspects of your estate plan.
You will want to consider reviewing the Estate Planning Guide and complete the sections of this Workbook applicable to you in advance of undertaking conversations with regard to your estate planning goals.
For further questions we invite you to contact our partners at:
Bayswater Group
10th Floor, 700 West Georgia Street
Vancouver, BC V7Y 1A2
www.BayswaterGroupTD.com
T. (604) 659-8100 Toll free: 1 (888) 668-9966
